A complete list of active advisors currently associated with Titania Investments LLC
Warmer can help you find a great advisor at Titania Investments LLC or one who fits your needs even better.
Titania Investments LLC is a solo independent investment adviser managing discretionary portfolios with approximately $1.17 million in assets for a very small client base. The firm provides portfolio and wealth management for high‑net‑worth individuals and trusts and offers institutional consulting and pension plan governance services for corporations, endowments, foundations, and public or private pension plans. The firm prepares client‑specific investment policy statements and uses a mix of qualitative and quantitative analysis (including fundamental, technical, and modern portfolio theory) to construct portfolios and guide trading. Depending on client mandates, TIL may implement derivatives and options strategies (including covered and uncovered options), short sales and margin, and it delegates personalized indexing execution through a sub‑advisory arrangement with Vanguard Personalized Indexing Management. Despite its small scale (one advisor, roughly $1.17 million in AUM and a single reported client), the firm offers pension consulting and governance services — including monitoring for securities affected by class‑action litigation — a service set that is uncommon for firms of this size. The firm’s principal also maintains an outside finance and strategy consulting practice that provides interim C‑suite and board services to corporate clients, a disclosed affiliation relevant to potential conflicts of interest.
To learn more about the advisors currently working at Titania Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
The Woodlands, TX
| 7
|
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